Mark K. Montagna

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Profile

Mark K.
Montagna worked as an Analyst at Tucker Anthony Sutro from 1999 to 2006, then as a Vice President at C.L.
King & Associates, Inc. from 2006 to 2009.
He also held positions as a Vice President & Senior Research Analyst at Avondale Partners LLC, a Research Analyst at JPMorgan Securities LLC, a Research Analyst at Jefferies LLC, a Research Associate at Pricewaterhouse LLP, an Analyst at Wells Fargo Securities (Old), and an Analyst at Infinitas Capital LLC.
Montagna earned an undergraduate degree from the University of Michigan and an MBA from Vanderbilt University.

Former positions of Mark K. Montagna

Companies	Position	End
C.L. King & Associates, Inc. C.L. King & Associates, Inc. Investment Banks/BrokersFinance Provides brokerage services	Analyst-Equity	2009-04-29
Tucker Anthony Sutro Tucker Anthony Sutro Investment Banks/BrokersFinance Provides retail brokerage and investment banking services	Analyst-Equity	2006-01-30
Infinitas Capital LLC Infinitas Capital LLC Investment ManagersFinance Infinitas Capital seeks to generate high risk-adjusted returns by investing in securities they believe are mispriced by the markets. This mispricing is generally a result of improper asset valuation, a misperception in earning power or from general market conditions. The firm invests across various asset classes and geographies. They emphasize asset valuation and try to buy assets at a deep discount to their estimates of their worth. Infinitas Capital utilizes a bottom-up research process with an emphasis on intensive original research.	Analyst-Equity	-
Pricewaterhouse LLP Pricewaterhouse LLP Miscellaneous Commercial ServicesCommercial Services Provides accounting services	Corporate Officer/Principal	-
Brooks Brothers, Inc. Brooks Brothers, Inc. Apparel/Footwear RetailRetail Trade Owns and operates clothing stores	Corporate Officer/Principal	-

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Linked companies

Private companies	11
Tucker Anthony Sutro Tucker Anthony Sutro Investment Banks/BrokersFinance Provides retail brokerage and investment banking services	Finance
C.L. King & Associates, Inc. C.L. King & Associates, Inc. Investment Banks/BrokersFinance Provides brokerage services	Finance
Avondale Partners LLC Avondale Partners LLC Investment Banks/BrokersFinance Provides brokerage services	Finance
JPMorgan Securities LLC JPMorgan Securities LLC Investment Banks/BrokersFinance Provides brokerage services	Finance
Jefferies LLC Jefferies LLC Investment Banks/BrokersFinance Provides brokerage services	Finance
Vanderbilt University Vanderbilt University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Pricewaterhouse LLP Pricewaterhouse LLP Miscellaneous Commercial ServicesCommercial Services Provides accounting services	Commercial Services
Brooks Brothers, Inc. Brooks Brothers, Inc. Apparel/Footwear RetailRetail Trade Owns and operates clothing stores	Retail Trade
University of Michigan University of Michigan Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Wells Fargo Securities (Old) Wells Fargo Securities (Old) Investment Banks/BrokersFinance Provides securities brokerage services	Finance
Infinitas Capital LLC Infinitas Capital LLC Investment ManagersFinance Infinitas Capital seeks to generate high risk-adjusted returns by investing in securities they believe are mispriced by the markets. This mispricing is generally a result of improper asset valuation, a misperception in earning power or from general market conditions. The firm invests across various asset classes and geographies. They emphasize asset valuation and try to buy assets at a deep discount to their estimates of their worth. Infinitas Capital utilizes a bottom-up research process with an emphasis on intensive original research.	Finance